Sentiment rings true in Seeking Alpha article by Gary Bourgeault Amazon Widening Moat With Prime, Alexa And Echo Integration
Amazon (AMZN) thesis continues to be that the company is innovative and is well run and dominant in industry segments that have large market sizes including Retail (E-Commerce), IT Infrastructure and Services, Advertising, Entertainment. The company can grow in these markets with disruption and also seamlessly enter new adjacent markets over time and its innovation ability and competitive differentiation including Alexa, Prime and Logistics are key drivers.
Major threats to Amazon are Regulations and Government Interventions.
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